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06.09.2022 - Ethics

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Mon, 07/04/2022 - 23:26

CFP® Board Code of Ethics CE Program (2 hours)
Presented by Jeff Rattiner,
Jeff Rattiner

Listen to Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation included a wide range of interesting client scenarios that will help you better understand how you can meet your ethical requirements. 

Link to referenced YouTube videos: Ethics CE | Financial Experts Network

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